IMCA will host three pre-conference workshops at the IMCA 2010 Annual Conference. Each workshop occurs from 3–5:30 p.m. ET on Sunday, May 16, and can be attended for an additional $75 registration fee. Registrants may earn up to three hours of continuing education credit for attending a workshop. Learn more about the workshops below, or click here to register.

Pre-Conference Workshop #1—The Professional Referral Method
Kenneth Haman

Successful investment businesses are built on trust, and referrals are no different. Your professional contacts, from CPAs to attorneys, must develop faith that you’ll help them serve clients most effectively. This workshop explores how to successfully demonstrate your professional expertise—winning over referral advocates in an international step-by-step process. This workshop covers three key strategies:

• Developing a professional expertise from specialized knowledge about various wealth-creation events
• Navigating successfully through the outreach process—from dialing to deeper relationships
• Using specialized knowledge and research information to advance conversations with CPAs and attorneys so that they can become more fully engaged in making referrals

Pre-Conference Workshop #2—How to Work a Room^® and other Secrets of Savvy Networking in a Digital World
Susan RoAne

Based on her international best-seller How To Work A Room^®, Susan RoAne shares tools and techniques for increased interaction, savvy networking, and other skills to give you the competitive advantage in both business and life. In this workshop, you will learn
how to:

• Maximize events in rooms full of strangers
• Turn small talk into big business
• Enter group conversations (and how to exit gracefully)
• Identify your current network, the gaps, and how to fill them
• Avoid the “don’ts” and networking missteps and mistakes
• Combine online communication with offline interactions

Pre-Conference Workshop #3—Knowledge Update Opportunity—A Short Refresher on the CIMA^® Certification Coursework
John A. Nersesian, CIMA^®, CPWA^®, CIS, CFP^®, Nuveen Investments

This session is a convenient opportunity for CIMA designees to review and refresh their knowledge of the key concepts presented in the CIMA coursework. Attendees will need to bring a financial calculator.